This checklist, derived from the book, Mastering the Rockefeller Habits, includes a set of key tasks for entrepreneurs to undertake every day in running their company. Examples include setting up an executive situation room for rapid-response meetings, ensuring company alignment of quarterly goals, and establishing an efficient internal communications stream.

Before building a detailed line-by-line budget, entrepreneurs should prepare a preliminary forecast, projecting estimates of the primary components of profitability--sales, cost of goods sold, and operating expenses.

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